Customer Relationship Management for Capital Markets

Navigate complex challenges and grow profits in the face of rapidly changing regulations.

Drive performance with CRM

The importance of building and maintaining successful client relationships is more critical than ever to the bottom line. However, legacy CRM systems lack the flexibility and usability to cope with dynamic business requirements and growing client expectations. Sugar empowers individual sales traders to deepen client relationships and drive sales of securitized products and services.

Key Benefits

Provide fast and personalized service

With relevant and timely information at your fingertips, you have the insights needed to develop trading ideas quickly and increase the volume of transactions and profits.

Meet regulatory requirements with minimal overhead

Sugar automatically tracks client interactions, ensuring compliance with regulatory requirements.

React to changing market conditions and deliver targeted value

By consolidating fragmented market information, Sugar enables you to react immediately to changing market conditions and tailor service to each client’s needs.

Personalization

The Sugar Intelligence Panel features an in-context preview capability, so you can easily access and review stock research articles or trading positions and use them to make buy/sell/hold recommendations to your clients. You can share relevant publications with clients to keep them engaged and communicate with them via their preferred channel. With a single click, you can call clients from within the application or send personalized emails using pre-built templates.

Prioritization

Sugar facilitates high-velocity client communication through dynamic, intelligently prioritized call lists with streamlined data capture. You can automatically prioritize your contacts based on parameters such as last contact date, voting, relevance, or market conditions. You can also create your own dynamic call lists in seconds. Managing critical tasks—event invites, distribution of research articles, client onboarding—is quick and painless.

Agility

Sugar helps you quickly distill key insights from the deluge of data generated by newsfeeds, market updates, and internal research publications. You can set up notifications of key events and identify trading opportunities for your clients. For example, a significant stock movement will trigger an alert on your dashboard so you can determine which clients are affected and contact them right away.

SugarCRM Elite Partner

iZeno is an Elite Partner of SugarCRM

iZeno is the only Elite Partner of SugarCRM in Singapore, with over 
10 years of success implementation and delivery. We work with companies & organisations to build a 360 overview of their customers (internal and external) and optimize their sales, marketing and support processes using SugarCRM and also integrates with many other solutions such as Hootsuite, Moobidesk, Zendesk, Xero and legacy core systems to drive business outcome.